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五月的青涩苹
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五月的青涩苹
2021-03-11
这篇文章不错,转发给大家看看
@扑克投资家:一个很少人发现的机会:美国房价,正在失控
五月的青涩苹
2021-01-20
感谢队长泄露天机,我立刻行动买入,才有今天的6个点收货。
$阿里巴巴(BABA)$
@空军大队长
大恩大德,永世难忘!
@空jun大队长:不看好阿里,正在丧失白马属性
五月的青涩苹
2021-01-08
$阿里巴巴(BABA)$
不畏浮云遮望眼
五月的青涩苹
2020-12-04
镰刀在收割后,才和韭菜说他要收割了
抱歉,原内容已删除
五月的青涩苹
2020-11-26
话不多说,上图
$蔚来(NIO)$
$理想汽车(LI)$
$小鹏汽车(XPEV)$
五月的青涩苹
2020-11-25
$达美航空(DAL)$
已经突破压力线了,求问各路大神,加仓哪个价位合适?
五月的青涩苹
2020-11-23
投资笔记
@SeanWan:11月21日更新:您是否在投资或投机?以今天的价格购买阿里巴巴股票?
五月的青涩苹
2020-11-23
这篇文章不错,转发给大家看看
@美股指南:美股技术分析 - 神奇的九转序列
五月的青涩苹
2020-11-10
$阿里巴巴(BABA)$
300处已减仓,挂单273。捉急啊!怎么还不跌,终于开始回调了,我在273分你。
五月的青涩苹
2020-10-14
$AMC院线(AMC)$
今年王健林真是雪上加霜,留下的唯数不多的海外资产,变成了累赘。遥想当年吹着小目标,与马云打赌。人说中国富豪榜是个杀猪盘,好多首富们下场都很狼狈。还是马云机智,懂得激流勇“退”的道理,留给商学院教科书的成功案例。总之,听党的话,不要出去乱投资,更不要转移资产,才能在国内立足,你我玩美股的共勉。
$阿里巴巴(BABA)$
$京东(JD)$
$特斯拉(TSLA)$
$蔚来(NIO)$
$拼多多(PDD)$
$Facebook(FB)$
$谷歌(GOOG)$
$苹果(AAPL)$
$谷歌A(GOOGL)$
$微软(MSFT)$
$纳斯达克(.IXIC)$
$标普500(.SPX)
五月的青涩苹
2020-10-02
$纳斯达克(.IXIC)$
$标普500(.SPX)$
$道琼斯(.DJI)$
建国,顶住!股市需要你拯救!
五月的青涩苹
2020-10-01
马运是谁
抱歉,原内容已删除
五月的青涩苹
2020-09-15
$达美航空(DAL)$
川建国为了连任,近期股市一定涨,要政策给政策,行政令让股市涨,怕啥,满仓加杠杆上啊!
$纳指ETF(QQQ)$
$道指两倍做多ETF(DDM)$
$标普500ETF(SPY)$
$美国航空(AAL)$
$西南航空(LUV)$
$联合大陆航空(UAL)$
五月的青涩苹
2020-09-09
买打折商品
抱歉,原内容已删除
五月的青涩苹
2020-09-09
$美国航空(AAL)$
$达美航空(DAL)$
$联合大陆航空(UAL)$
$西南航空(LUV)$
航空股拿稳了!计划收益30%!
抱歉,原内容已删除
五月的青涩苹
2020-09-08
$阿里巴巴(BABA)$
266有支撑,这波回调应该跌不破266。挂单266.66,成功上车。
五月的青涩苹
2020-08-27
$达美航空(DAL)$
$美国航空(AAL)$
$西南航空(LUV)$
$联合大陆航空(UAL)$
我就喜欢建国同志的单方面行动,为股民着想,管他通货膨胀,反正花美国人民的钱,流入美国资本家手里。作为股民,支持川建国连任!川普连任 -> 维持低税宽松 -> 继续牛市拜登当选 -> 加税紧缩 -> 终结牛市
五月的青涩苹
2020-08-27
我就喜欢建国同志的单方面行动,为股民着想,管他通货膨胀,反正个美国人民的韭菜,流入美国资本家手里。作为股民,支持川建国连任。川普连任 -> 维持低税宽松 -> 继续牛市拜登当选 -> 加税紧缩 -> 终结牛市
抱歉,原内容已删除
五月的青涩苹
2020-08-07
这篇文章不错,转发给大家看看
抱歉,原内容已删除
五月的青涩苹
2017-11-27
摩根大忽悠,美光必破50刀
$美光科技(MU)$ 盘前摩根斯坦利发布消息,看空内存价格,看空三星,看空美光和西数。本人在半导体行业,半导体缺货是行业共识,不可能短期缓解。缺货已经蔓延到了MCU,甚至晶圆供应商,半导体货期普遍半年。这种缺货原因是因为手机等消费用量猛增,几何倍数猛增,产线无法满足几何倍数的增幅,导致行业,乃至晶圆缺货。缺货会持续到2019年,至少,中国本土科技崛起乏力,半导体落后较多,晶圆更是依赖国外。美光等半导体厂商业绩不会差,我司市场部分配货而焦头烂额,订单太多,货不够,要是能产量上去,业绩更好看,大家都在扩大产能。半导体业绩必涨!#美光发财报看多or看空#
摩根大忽悠,美光必破50刀
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比如下面这套房,Zillow给出的估价为76.15万美元,业主挂牌价77.5万,实际成交价88.6万,两天成交。我们可以从这些案例体会市场的疯狂。 相关房源数据 近日,美国联邦住房金融局(FHFA)更新了美国2020年第四季度以及12月的房价数据,至此,FHFA已公开了2020年完整的全美各地房价数据,这个数据的权威性就好比中国国家统计局每个月发布的70城房价数据一样。 最新的数据显示,美国房价正在以有记录以来的最快速度上涨,同比一年前的2019年四季度上涨10.8%,这是全美范围的平均涨幅,被大量中部弱势地区摊低后的数据,热点城市的涨幅远高于10.8%。总体来说,美国房地产市场进入了非理性。回顾过去一年美国房地产市场,这种非理性是2020年5月开始的,并一直持续到了现在。 美国2010年以来各年度四季度的房价同比涨幅 如果我们把美国房价可视化地展示出来,就会看到自新冠疫情冲击美国之后,美国房价出现明显的跳涨,背后的原因就是美联储大水漫灌。 美国房价 1991年1月 - 2020年12月 同比数据考察的是今年这个时候比去年这个时候的涨幅,周期比较长,如果我们要更准确地看房价在短期的动能,就要考察环比增速,即本季度比上季度涨了多少。在这项数据上,结果更可怕,在2020年四季度,全美房价环比涨幅是3.81%(下图绿线-历史新高)、同比涨幅10.77%(下图红线-历史新高)、年化环比增速15.25%(下图蓝色","listText":"我平时喜欢在Zillow和Redfin这两个平台上看房,它们是美国最大的房产网站,平台上的房源信息自动同步于各州经纪人的MLS平台,因此都是真房源,使用者可以随时随地看到美国的所有房产。这两个平台的额外价值在于他们会给任何一套房进行估价用于买卖双方参考,过去这个估价比较准确,但最近出现了明显的大范围失准。比如大多数房子最终的成交价都要比之前平台给出的估价高个10%甚至更多。 比如下面这套房,Zillow给出的估价为76.15万美元,业主挂牌价77.5万,实际成交价88.6万,两天成交。我们可以从这些案例体会市场的疯狂。 相关房源数据 近日,美国联邦住房金融局(FHFA)更新了美国2020年第四季度以及12月的房价数据,至此,FHFA已公开了2020年完整的全美各地房价数据,这个数据的权威性就好比中国国家统计局每个月发布的70城房价数据一样。 最新的数据显示,美国房价正在以有记录以来的最快速度上涨,同比一年前的2019年四季度上涨10.8%,这是全美范围的平均涨幅,被大量中部弱势地区摊低后的数据,热点城市的涨幅远高于10.8%。总体来说,美国房地产市场进入了非理性。回顾过去一年美国房地产市场,这种非理性是2020年5月开始的,并一直持续到了现在。 美国2010年以来各年度四季度的房价同比涨幅 如果我们把美国房价可视化地展示出来,就会看到自新冠疫情冲击美国之后,美国房价出现明显的跳涨,背后的原因就是美联储大水漫灌。 美国房价 1991年1月 - 2020年12月 同比数据考察的是今年这个时候比去年这个时候的涨幅,周期比较长,如果我们要更准确地看房价在短期的动能,就要考察环比增速,即本季度比上季度涨了多少。在这项数据上,结果更可怕,在2020年四季度,全美房价环比涨幅是3.81%(下图绿线-历史新高)、同比涨幅10.77%(下图红线-历史新高)、年化环比增速15.25%(下图蓝色","text":"我平时喜欢在Zillow和Redfin这两个平台上看房,它们是美国最大的房产网站,平台上的房源信息自动同步于各州经纪人的MLS平台,因此都是真房源,使用者可以随时随地看到美国的所有房产。这两个平台的额外价值在于他们会给任何一套房进行估价用于买卖双方参考,过去这个估价比较准确,但最近出现了明显的大范围失准。比如大多数房子最终的成交价都要比之前平台给出的估价高个10%甚至更多。 比如下面这套房,Zillow给出的估价为76.15万美元,业主挂牌价77.5万,实际成交价88.6万,两天成交。我们可以从这些案例体会市场的疯狂。 相关房源数据 近日,美国联邦住房金融局(FHFA)更新了美国2020年第四季度以及12月的房价数据,至此,FHFA已公开了2020年完整的全美各地房价数据,这个数据的权威性就好比中国国家统计局每个月发布的70城房价数据一样。 最新的数据显示,美国房价正在以有记录以来的最快速度上涨,同比一年前的2019年四季度上涨10.8%,这是全美范围的平均涨幅,被大量中部弱势地区摊低后的数据,热点城市的涨幅远高于10.8%。总体来说,美国房地产市场进入了非理性。回顾过去一年美国房地产市场,这种非理性是2020年5月开始的,并一直持续到了现在。 美国2010年以来各年度四季度的房价同比涨幅 如果我们把美国房价可视化地展示出来,就会看到自新冠疫情冲击美国之后,美国房价出现明显的跳涨,背后的原因就是美联储大水漫灌。 美国房价 1991年1月 - 2020年12月 同比数据考察的是今年这个时候比去年这个时候的涨幅,周期比较长,如果我们要更准确地看房价在短期的动能,就要考察环比增速,即本季度比上季度涨了多少。在这项数据上,结果更可怕,在2020年四季度,全美房价环比涨幅是3.81%(下图绿线-历史新高)、同比涨幅10.77%(下图红线-历史新高)、年化环比增速15.25%(下图蓝色","images":[{"img":"https://static.tigerbbs.com/2f7dc5c4c1214da58076ecc62406e4e0","width":"1080","height":"701"},{"img":"https://static.tigerbbs.com/8b99df82173348cfb1ed1a21f6c1db28","width":"1080","height":"549"},{"img":"https://static.tigerbbs.com/89e2e5c95ee348b58070b0d1347a302f","width":"1080","height":"690"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362190168","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337294084,"gmtCreate":1611147540948,"gmtModify":1703748338207,"author":{"id":"3460021098320054","authorId":"3460021098320054","name":"五月的青涩苹","avatar":"https://static.laohu8.com/770177449a303ff94ff7aac1eb1b9ac1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460021098320054","authorIdStr":"3460021098320054"},"themes":[],"htmlText":"感谢队长泄露天机,我立刻行动买入,才有今天的6个点收货。<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/U/74125836878304\">@空军大队长</a>大恩大德,永世难忘!","listText":"感谢队长泄露天机,我立刻行动买入,才有今天的6个点收货。<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/U/74125836878304\">@空军大队长</a>大恩大德,永世难忘!","text":"感谢队长泄露天机,我立刻行动买入,才有今天的6个点收货。$阿里巴巴(BABA)$@空军大队长大恩大德,永世难忘!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/337294084","repostId":"334585193","repostType":1,"repost":{"id":334585193,"gmtCreate":1610889960000,"gmtModify":1742798684792,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空jun大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"74125836878304","authorIdStr":"74125836878304"},"themes":[],"title":"不看好阿里,正在丧失白马属性","htmlText":" 近日,阿里遭遇一系列负面新闻。蚂蚁暂停上市,再到遭遇反垄断监管和高管婚外情事件,股价也随之一路走跌。 随着价格的归位,抄底的声音也慢慢多了起来。那么,这家称霸中国电商的互联网巨头真的能抄底吗? 我的观点是——不能,因为阿里的下跌并不是因为近期的消息扰动。阿里的下跌在于两大问题: 护城河告破:商品信息流,资金流,物流,三大护城河基本上全面告破。 份额缺失:商家集体出逃,三四线互联网新人认拼多多不认阿里。 这是决定阿里电商核心业务的关键。像备受人吐槽的阿里投资“投一个垮一个”都不算问题。因为阿里和腾讯的流量性质不同,“投一个垮一个”只要不影响核心电商业务,那阿里并不危险。 但现在的情况挺麻烦的,阿里的电商核心被冲击得很严重。 阿里三大护城河被严重冲击 我们都知道,电商(包括外卖打车)为什么能赢家通吃。在于三个关键位置互为护城河。 淘宝:大而全的商品吸引更多的用户,更多的用户反过来促进更多的商家入驻。 美团:更多的餐馆吸引更多的用户,更多的用户反过来吸引更多的餐馆入驻。 滴滴:更多的网车吸引更多的用户(更容易打到车),更多的用户吸引更多的司机(更容易接到客)。 这就是平台化的撮合优势,两个势均力敌的对手,一旦一方的市占率超过50%,那它最终会走向垄断,这就是电商的马太效应。 如果你知道这点并在美团份额刚领先的时候买进这家公司的股票,那你的回报一定超过300%。 当年的阿里甚至不止于此,更兼得垄断线上支付和线下物流,让这家公司拥有超级护城河,成为互联网无敌的存在。 在支付领域有微信的冲击,支付场景上有美团外卖更领先。 物流领域,疾兔快递狂飙突进。 更要命的是拼多多“农村包围城市”的成功。大规模商家受够了直通车的压榨,不得不转向拼多多。而且即使再努力,优先展示的依然是天猫的店。 万能的淘宝正在变成平庸的淘宝。 中小卖家才是淘宝的基","listText":" 近日,阿里遭遇一系列负面新闻。蚂蚁暂停上市,再到遭遇反垄断监管和高管婚外情事件,股价也随之一路走跌。 随着价格的归位,抄底的声音也慢慢多了起来。那么,这家称霸中国电商的互联网巨头真的能抄底吗? 我的观点是——不能,因为阿里的下跌并不是因为近期的消息扰动。阿里的下跌在于两大问题: 护城河告破:商品信息流,资金流,物流,三大护城河基本上全面告破。 份额缺失:商家集体出逃,三四线互联网新人认拼多多不认阿里。 这是决定阿里电商核心业务的关键。像备受人吐槽的阿里投资“投一个垮一个”都不算问题。因为阿里和腾讯的流量性质不同,“投一个垮一个”只要不影响核心电商业务,那阿里并不危险。 但现在的情况挺麻烦的,阿里的电商核心被冲击得很严重。 阿里三大护城河被严重冲击 我们都知道,电商(包括外卖打车)为什么能赢家通吃。在于三个关键位置互为护城河。 淘宝:大而全的商品吸引更多的用户,更多的用户反过来促进更多的商家入驻。 美团:更多的餐馆吸引更多的用户,更多的用户反过来吸引更多的餐馆入驻。 滴滴:更多的网车吸引更多的用户(更容易打到车),更多的用户吸引更多的司机(更容易接到客)。 这就是平台化的撮合优势,两个势均力敌的对手,一旦一方的市占率超过50%,那它最终会走向垄断,这就是电商的马太效应。 如果你知道这点并在美团份额刚领先的时候买进这家公司的股票,那你的回报一定超过300%。 当年的阿里甚至不止于此,更兼得垄断线上支付和线下物流,让这家公司拥有超级护城河,成为互联网无敌的存在。 在支付领域有微信的冲击,支付场景上有美团外卖更领先。 物流领域,疾兔快递狂飙突进。 更要命的是拼多多“农村包围城市”的成功。大规模商家受够了直通车的压榨,不得不转向拼多多。而且即使再努力,优先展示的依然是天猫的店。 万能的淘宝正在变成平庸的淘宝。 中小卖家才是淘宝的基","text":"近日,阿里遭遇一系列负面新闻。蚂蚁暂停上市,再到遭遇反垄断监管和高管婚外情事件,股价也随之一路走跌。 随着价格的归位,抄底的声音也慢慢多了起来。那么,这家称霸中国电商的互联网巨头真的能抄底吗? 我的观点是——不能,因为阿里的下跌并不是因为近期的消息扰动。阿里的下跌在于两大问题: 护城河告破:商品信息流,资金流,物流,三大护城河基本上全面告破。 份额缺失:商家集体出逃,三四线互联网新人认拼多多不认阿里。 这是决定阿里电商核心业务的关键。像备受人吐槽的阿里投资“投一个垮一个”都不算问题。因为阿里和腾讯的流量性质不同,“投一个垮一个”只要不影响核心电商业务,那阿里并不危险。 但现在的情况挺麻烦的,阿里的电商核心被冲击得很严重。 阿里三大护城河被严重冲击 我们都知道,电商(包括外卖打车)为什么能赢家通吃。在于三个关键位置互为护城河。 淘宝:大而全的商品吸引更多的用户,更多的用户反过来促进更多的商家入驻。 美团:更多的餐馆吸引更多的用户,更多的用户反过来吸引更多的餐馆入驻。 滴滴:更多的网车吸引更多的用户(更容易打到车),更多的用户吸引更多的司机(更容易接到客)。 这就是平台化的撮合优势,两个势均力敌的对手,一旦一方的市占率超过50%,那它最终会走向垄断,这就是电商的马太效应。 如果你知道这点并在美团份额刚领先的时候买进这家公司的股票,那你的回报一定超过300%。 当年的阿里甚至不止于此,更兼得垄断线上支付和线下物流,让这家公司拥有超级护城河,成为互联网无敌的存在。 在支付领域有微信的冲击,支付场景上有美团外卖更领先。 物流领域,疾兔快递狂飙突进。 更要命的是拼多多“农村包围城市”的成功。大规模商家受够了直通车的压榨,不得不转向拼多多。而且即使再努力,优先展示的依然是天猫的店。 万能的淘宝正在变成平庸的淘宝。 中小卖家才是淘宝的基","images":[{"img":"https://static.tigerbbs.com/16cbc45d7da34c17b7f5acc0217928ce"},{"img":"https://static.tigerbbs.com/60df6752700f4fbeb384910aa50d16c3"},{"img":"https://static.tigerbbs.com/add3cb99c52e406c977e96154f3789de"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334585193","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336268870,"gmtCreate":1610106832790,"gmtModify":1703742726953,"author":{"id":"3460021098320054","authorId":"3460021098320054","name":"五月的青涩苹","avatar":"https://static.laohu8.com/770177449a303ff94ff7aac1eb1b9ac1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460021098320054","authorIdStr":"3460021098320054"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>不畏浮云遮望眼","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>不畏浮云遮望眼","text":"$阿里巴巴(BABA)$不畏浮云遮望眼","images":[{"img":"https://static.tigerbbs.com/29b8bf11510ba40527d99720ce520449","width":"2976","height":"3968"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/336268870","isVote":1,"tweetType":1,"viewCount":3348,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557008405269629","authorId":"3557008405269629","name":"陈友谅","avatar":"https://static.tigerbbs.com/ee45f8e6b08c07c4b25e4dcfd8131709","crmLevel":4,"crmLevelSwitch":0,"idStr":"3557008405269629","authorIdStr":"3557008405269629"},"content":"这是哪儿?天好蓝","text":"这是哪儿?天好蓝","html":"这是哪儿?天好蓝"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":396606320,"gmtCreate":1607094201960,"gmtModify":1703846440446,"author":{"id":"3460021098320054","authorId":"3460021098320054","name":"五月的青涩苹","avatar":"https://static.laohu8.com/770177449a303ff94ff7aac1eb1b9ac1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460021098320054","authorIdStr":"3460021098320054"},"themes":[],"htmlText":"镰刀在收割后,才和韭菜说他要收割了","listText":"镰刀在收割后,才和韭菜说他要收割了","text":"镰刀在收割后,才和韭菜说他要收割了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396606320","repostId":"1104020139","repostType":4,"isVote":1,"tweetType":1,"viewCount":2884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393402523,"gmtCreate":1606345142163,"gmtModify":1703842734128,"author":{"id":"3460021098320054","authorId":"3460021098320054","name":"五月的青涩苹","avatar":"https://static.laohu8.com/770177449a303ff94ff7aac1eb1b9ac1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460021098320054","authorIdStr":"3460021098320054"},"themes":[],"htmlText":"话不多说,上图<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>","listText":"话不多说,上图<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a 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href=\"https://laohu8.com/S/DAL\">$达美航空(DAL)$</a>已经突破压力线了,求问各路大神,加仓哪个价位合适?","listText":"<a 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新监管要求对ANT IPO估值的预期负面影响是多少? 根据《海峡时报》 11月9日报道主要分析师关于ANT IPO估值的最新调查,ANT IPO估值可能从2800亿美元下跌多达1400亿美元。是什么导致ANT IPO估值下降? 根据拟议的新监管要求,ANT将预留资金在其资产负债表上承保(underwrite)贷款。额外的预期资本要求可能会影响未来的业务增长。有母公司阿里巴巴的支持,目前预计ANT不会缺少资金。由于上述变更,ANT的估值倍数将更靠近一家银行而不是一家科技公司。在<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 今天的价格中折价计入了多少? 截至11月20日,假设唯一的中长期影响来自ANT的估值,看来阿里巴巴的市值下降了1,340亿美元,超过了其1/3ANT减值470亿美元的份额。Data source: Tiger App虎友们怎么看?下跌幅度过大,将BABA股票推高至超卖区域,导致了我们看到的两天反弹。自从周三的低点到今天的265美元阻力位以来,BABA已经上涨了5%。 这是否是巴巴股东痛苦的尽头,还有待观察,但是最近几天的短暂挤压是显而易见的。 希望BABA能够实质性地突破阻力位268美元和270美元间。BABA加油!这纯粹是出于讨论目的的个人观点。参考:(1)《海峡时报》 11月9日报道 https://str.sg/JLpD(2)<a href=\"https://laohu8.com/TW/307941013\" target=\"_blank\">投资或投机?以今天的价格购买进阿里巴巴股票?</a>","listText":" 新监管要求对ANT IPO估值的预期负面影响是多少? 根据《海峡时报》 11月9日报道主要分析师关于ANT IPO估值的最新调查,ANT IPO估值可能从2800亿美元下跌多达1400亿美元。是什么导致ANT IPO估值下降? 根据拟议的新监管要求,ANT将预留资金在其资产负债表上承保(underwrite)贷款。额外的预期资本要求可能会影响未来的业务增长。有母公司阿里巴巴的支持,目前预计ANT不会缺少资金。由于上述变更,ANT的估值倍数将更靠近一家银行而不是一家科技公司。在<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 今天的价格中折价计入了多少? 截至11月20日,假设唯一的中长期影响来自ANT的估值,看来阿里巴巴的市值下降了1,340亿美元,超过了其1/3ANT减值470亿美元的份额。Data source: Tiger App虎友们怎么看?下跌幅度过大,将BABA股票推高至超卖区域,导致了我们看到的两天反弹。自从周三的低点到今天的265美元阻力位以来,BABA已经上涨了5%。 这是否是巴巴股东痛苦的尽头,还有待观察,但是最近几天的短暂挤压是显而易见的。 希望BABA能够实质性地突破阻力位268美元和270美元间。BABA加油!这纯粹是出于讨论目的的个人观点。参考:(1)《海峡时报》 11月9日报道 https://str.sg/JLpD(2)<a href=\"https://laohu8.com/TW/307941013\" target=\"_blank\">投资或投机?以今天的价格购买进阿里巴巴股票?</a>","text":"新监管要求对ANT IPO估值的预期负面影响是多少? 根据《海峡时报》 11月9日报道主要分析师关于ANT IPO估值的最新调查,ANT IPO估值可能从2800亿美元下跌多达1400亿美元。是什么导致ANT IPO估值下降? 根据拟议的新监管要求,ANT将预留资金在其资产负债表上承保(underwrite)贷款。额外的预期资本要求可能会影响未来的业务增长。有母公司阿里巴巴的支持,目前预计ANT不会缺少资金。由于上述变更,ANT的估值倍数将更靠近一家银行而不是一家科技公司。在$阿里巴巴(BABA)$ 今天的价格中折价计入了多少? 截至11月20日,假设唯一的中长期影响来自ANT的估值,看来阿里巴巴的市值下降了1,340亿美元,超过了其1/3ANT减值470亿美元的份额。Data source: Tiger App虎友们怎么看?下跌幅度过大,将BABA股票推高至超卖区域,导致了我们看到的两天反弹。自从周三的低点到今天的265美元阻力位以来,BABA已经上涨了5%。 这是否是巴巴股东痛苦的尽头,还有待观察,但是最近几天的短暂挤压是显而易见的。 希望BABA能够实质性地突破阻力位268美元和270美元间。BABA加油!这纯粹是出于讨论目的的个人观点。参考:(1)《海峡时报》 11月9日报道 https://str.sg/JLpD(2)投资或投机?以今天的价格购买进阿里巴巴股票?","images":[{"img":"https://static.tigerbbs.com/07db972fffce629db09024277a149ca1","width":"560","height":"360"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399347218","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399893678,"gmtCreate":1606086265194,"gmtModify":1703840774971,"author":{"id":"3460021098320054","authorId":"3460021098320054","name":"五月的青涩苹","avatar":"https://static.laohu8.com/770177449a303ff94ff7aac1eb1b9ac1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460021098320054","authorIdStr":"3460021098320054"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399893678","repostId":"399145651","repostType":1,"repost":{"id":399145651,"gmtCreate":1606051820473,"gmtModify":1703840745584,"author":{"id":"3462925010227720","authorId":"3462925010227720","name":"美股指南","avatar":"https://static.tigerbbs.com/f6e9d8a801c1c5de174d8280c281720b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3462925010227720","authorIdStr":"3462925010227720"},"themes":[],"title":"美股技术分析 - 神奇的九转序列","htmlText":"摘要: 最近在周末复盘时 在日k图上看到一个技术指标九转序列, 所以今天就简单总结一下, 可以帮助自己做一些短期操作的判断。 九转序列 分低九买入结构和高九卖出结构。本文首发于公众号: 美股指南 低九买入结构<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 股价在下杀走低, 会形成【低九买入结构】,一般需要满足两个条件的:1、一个就是连续出现九根K线,并且这些K线的收盘价都比各自前面的第四根K线的收盘价低,就在其K线下方标记相应的数字,如果是出现了中断,那么原来计数就要作废,重新计算;2、另外一个条件就是8或9的最低价是要小于6或7的最低价,在9的下方显示,下图是AYX 最近的调整图形, 走了一个比较好的低九日K图。 下图是FSLY 走势图 高九卖出结构股价在上涨的过程中, 会形成【高九卖出结构】,一般需要满足两个条件的:1、第一个条件就是:出现连续九根K线,并且这些K线的收盘价都比各自前面的第四根K线的收盘价高,就在其K线上方标记相应的数字,如果出现中断,则原计数作废,重新来过;2、 第二个条件就是8或9的最高价大于6或7的最高价,在9的上方显示, 下图是ROKU的股价走势图。结语当我们看一个技术指标, 还需要结合这个公司的基本面来看, 比如AYX 在三季度财报都超预期后为什么暴跌, 给了一个偏低的四季度预期指引, 所以在连续跌几天后,","listText":"摘要: 最近在周末复盘时 在日k图上看到一个技术指标九转序列, 所以今天就简单总结一下, 可以帮助自己做一些短期操作的判断。 九转序列 分低九买入结构和高九卖出结构。本文首发于公众号: 美股指南 低九买入结构<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 股价在下杀走低, 会形成【低九买入结构】,一般需要满足两个条件的:1、一个就是连续出现九根K线,并且这些K线的收盘价都比各自前面的第四根K线的收盘价低,就在其K线下方标记相应的数字,如果是出现了中断,那么原来计数就要作废,重新计算;2、另外一个条件就是8或9的最低价是要小于6或7的最低价,在9的下方显示,下图是AYX 最近的调整图形, 走了一个比较好的低九日K图。 下图是FSLY 走势图 高九卖出结构股价在上涨的过程中, 会形成【高九卖出结构】,一般需要满足两个条件的:1、第一个条件就是:出现连续九根K线,并且这些K线的收盘价都比各自前面的第四根K线的收盘价高,就在其K线上方标记相应的数字,如果出现中断,则原计数作废,重新来过;2、 第二个条件就是8或9的最高价大于6或7的最高价,在9的上方显示, 下图是ROKU的股价走势图。结语当我们看一个技术指标, 还需要结合这个公司的基本面来看, 比如AYX 在三季度财报都超预期后为什么暴跌, 给了一个偏低的四季度预期指引, 所以在连续跌几天后,","text":"摘要: 最近在周末复盘时 在日k图上看到一个技术指标九转序列, 所以今天就简单总结一下, 可以帮助自己做一些短期操作的判断。 九转序列 分低九买入结构和高九卖出结构。本文首发于公众号: 美股指南 低九买入结构$Roku Inc(ROKU)$ $Fastly, Inc.(FSLY)$ $阿里巴巴(BABA)$ 股价在下杀走低, 会形成【低九买入结构】,一般需要满足两个条件的:1、一个就是连续出现九根K线,并且这些K线的收盘价都比各自前面的第四根K线的收盘价低,就在其K线下方标记相应的数字,如果是出现了中断,那么原来计数就要作废,重新计算;2、另外一个条件就是8或9的最低价是要小于6或7的最低价,在9的下方显示,下图是AYX 最近的调整图形, 走了一个比较好的低九日K图。 下图是FSLY 走势图 高九卖出结构股价在上涨的过程中, 会形成【高九卖出结构】,一般需要满足两个条件的:1、第一个条件就是:出现连续九根K线,并且这些K线的收盘价都比各自前面的第四根K线的收盘价高,就在其K线上方标记相应的数字,如果出现中断,则原计数作废,重新来过;2、 第二个条件就是8或9的最高价大于6或7的最高价,在9的上方显示, 下图是ROKU的股价走势图。结语当我们看一个技术指标, 还需要结合这个公司的基本面来看, 比如AYX 在三季度财报都超预期后为什么暴跌, 给了一个偏低的四季度预期指引, 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盘前摩根斯坦利发布消息,看空内存价格,看空三星,看空美光和西数。本人在半导体行业,半导体缺货是行业共识,不可能短期缓解。缺货已经蔓延到了MCU,甚至晶圆供应商,半导体货期普遍半年。这种缺货原因是因为手机等消费用量猛增,几何倍数猛增,产线无法满足几何倍数的增幅,导致行业,乃至晶圆缺货。缺货会持续到2019年,至少,中国本土科技崛起乏力,半导体落后较多,晶圆更是依赖国外。美光等半导体厂商业绩不会差,我司市场部分配货而焦头烂额,订单太多,货不够,要是能产量上去,业绩更好看,大家都在扩大产能。半导体业绩必涨!#美光发财报看多or看空#","listText":"$美光科技(MU)$ 盘前摩根斯坦利发布消息,看空内存价格,看空三星,看空美光和西数。本人在半导体行业,半导体缺货是行业共识,不可能短期缓解。缺货已经蔓延到了MCU,甚至晶圆供应商,半导体货期普遍半年。这种缺货原因是因为手机等消费用量猛增,几何倍数猛增,产线无法满足几何倍数的增幅,导致行业,乃至晶圆缺货。缺货会持续到2019年,至少,中国本土科技崛起乏力,半导体落后较多,晶圆更是依赖国外。美光等半导体厂商业绩不会差,我司市场部分配货而焦头烂额,订单太多,货不够,要是能产量上去,业绩更好看,大家都在扩大产能。半导体业绩必涨!#美光发财报看多or看空#","text":"$美光科技(MU)$ 盘前摩根斯坦利发布消息,看空内存价格,看空三星,看空美光和西数。本人在半导体行业,半导体缺货是行业共识,不可能短期缓解。缺货已经蔓延到了MCU,甚至晶圆供应商,半导体货期普遍半年。这种缺货原因是因为手机等消费用量猛增,几何倍数猛增,产线无法满足几何倍数的增幅,导致行业,乃至晶圆缺货。缺货会持续到2019年,至少,中国本土科技崛起乏力,半导体落后较多,晶圆更是依赖国外。美光等半导体厂商业绩不会差,我司市场部分配货而焦头烂额,订单太多,货不够,要是能产量上去,业绩更好看,大家都在扩大产能。半导体业绩必涨!#美光发财报看多or看空#","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":12,"commentSize":21,"repostSize":0,"link":"https://laohu8.com/post/122178","isVote":1,"tweetType":1,"viewCount":7826,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3469845261697644","authorId":"3469845261697644","name":"大鹌鹑","avatar":"https://static.laohu8.com/ea843adea85fe6684ce66728f7b880e7","crmLevel":1,"crmLevelSwitch":0,"idStr":"3469845261697644","authorIdStr":"3469845261697644"},"content":"他们就能吓唬吓唬那些意志不坚定的小散,然后自己逢低进场。事情是做出来的,从来不是分析和报告出来的。","text":"他们就能吓唬吓唬那些意志不坚定的小散,然后自己逢低进场。事情是做出来的,从来不是分析和报告出来的。","html":"他们就能吓唬吓唬那些意志不坚定的小散,然后自己逢低进场。事情是做出来的,从来不是分析和报告出来的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":74615,"gmtCreate":1500080526053,"gmtModify":1704878848241,"author":{"id":"3460021098320054","authorId":"3460021098320054","name":"五月的青涩苹","avatar":"https://static.laohu8.com/770177449a303ff94ff7aac1eb1b9ac1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460021098320054","authorIdStr":"3460021098320054"},"themes":[],"title":"现在买阿里,到底高不高?(数据说话)","htmlText":"$阿里巴巴(BABA)$ 很多人也有疑惑,现在买$阿里巴巴(BABA)$ 到底贵不贵?还会不会上200美元?300美元?……小弟做个基本面分析,数据说话!纯原创手码1.每股收益和市盈率我们看到阿里巴巴市盈率达到60多的泡沫提示,到底多不多呢?我们看看每股收益趋势。(见图一)17年3月同比涨100%,预测17年6月同比涨100%,如果未来17年9月每股收益0.92美元(同比100%),17年12月每股收益2美元(同比100%),那么150美元的市盈率只有30左右。我们再看看,双十一销售额:2009年0.5亿人民币2010年9.3亿人民币2011年52亿人民币2012年191亿人民币2013年350亿人民币2014年571亿人民币2015年912亿人民币2016年1200亿人民币保持基本每年300亿的增长,当然,犹豫现在双十一爱“抢跑”,提前释放销售额,分担当天的峰值,所以实际成交可能仍在同比50%的成长。2.$亚马逊(AMZN)$ <阿里市值 < $亚马逊(AMZN)$ +$Visa(V)$ 阿里的市值到达3000多亿,亚洲第一大市值!亚马逊也就是4000多亿的市值!觉得阿里超过亚马逊是天方夜谭?未必哦!阿里盈利点:天猫淘宝的电商支付宝移动支付蚂蚁金服金融产品入股收购中小公司在金融支付方面的海外拓展,让阿里未来盈利能力更强。超越亚马逊只是时间问题。总结:我准备先增持,看看6月财报,如果的确到了0.9美元的每股收益,那么,之后的9月和12月,很可能分别冲击0.9和2美元。如果全部实现,明年7月,股价大概在190~240美元,那时折算市值$亚马逊(AMZN)$ <阿里市值 < $亚马逊(AMZN)$ +$Visa(V)$当然,一切分析,基于没有大的危机情况和黑天鹅事件,盈利如预期的情况下。","listText":"$阿里巴巴(BABA)$ 很多人也有疑惑,现在买$阿里巴巴(BABA)$ 到底贵不贵?还会不会上200美元?300美元?……小弟做个基本面分析,数据说话!纯原创手码1.每股收益和市盈率我们看到阿里巴巴市盈率达到60多的泡沫提示,到底多不多呢?我们看看每股收益趋势。(见图一)17年3月同比涨100%,预测17年6月同比涨100%,如果未来17年9月每股收益0.92美元(同比100%),17年12月每股收益2美元(同比100%),那么150美元的市盈率只有30左右。我们再看看,双十一销售额:2009年0.5亿人民币2010年9.3亿人民币2011年52亿人民币2012年191亿人民币2013年350亿人民币2014年571亿人民币2015年912亿人民币2016年1200亿人民币保持基本每年300亿的增长,当然,犹豫现在双十一爱“抢跑”,提前释放销售额,分担当天的峰值,所以实际成交可能仍在同比50%的成长。2.$亚马逊(AMZN)$ <阿里市值 < $亚马逊(AMZN)$ +$Visa(V)$ 阿里的市值到达3000多亿,亚洲第一大市值!亚马逊也就是4000多亿的市值!觉得阿里超过亚马逊是天方夜谭?未必哦!阿里盈利点:天猫淘宝的电商支付宝移动支付蚂蚁金服金融产品入股收购中小公司在金融支付方面的海外拓展,让阿里未来盈利能力更强。超越亚马逊只是时间问题。总结:我准备先增持,看看6月财报,如果的确到了0.9美元的每股收益,那么,之后的9月和12月,很可能分别冲击0.9和2美元。如果全部实现,明年7月,股价大概在190~240美元,那时折算市值$亚马逊(AMZN)$ <阿里市值 < $亚马逊(AMZN)$ +$Visa(V)$当然,一切分析,基于没有大的危机情况和黑天鹅事件,盈利如预期的情况下。","text":"$阿里巴巴(BABA)$ 很多人也有疑惑,现在买$阿里巴巴(BABA)$ 到底贵不贵?还会不会上200美元?300美元?……小弟做个基本面分析,数据说话!纯原创手码1.每股收益和市盈率我们看到阿里巴巴市盈率达到60多的泡沫提示,到底多不多呢?我们看看每股收益趋势。(见图一)17年3月同比涨100%,预测17年6月同比涨100%,如果未来17年9月每股收益0.92美元(同比100%),17年12月每股收益2美元(同比100%),那么150美元的市盈率只有30左右。我们再看看,双十一销售额:2009年0.5亿人民币2010年9.3亿人民币2011年52亿人民币2012年191亿人民币2013年350亿人民币2014年571亿人民币2015年912亿人民币2016年1200亿人民币保持基本每年300亿的增长,当然,犹豫现在双十一爱“抢跑”,提前释放销售额,分担当天的峰值,所以实际成交可能仍在同比50%的成长。2.$亚马逊(AMZN)$ <阿里市值 < $亚马逊(AMZN)$ +$Visa(V)$ 阿里的市值到达3000多亿,亚洲第一大市值!亚马逊也就是4000多亿的市值!觉得阿里超过亚马逊是天方夜谭?未必哦!阿里盈利点:天猫淘宝的电商支付宝移动支付蚂蚁金服金融产品入股收购中小公司在金融支付方面的海外拓展,让阿里未来盈利能力更强。超越亚马逊只是时间问题。总结:我准备先增持,看看6月财报,如果的确到了0.9美元的每股收益,那么,之后的9月和12月,很可能分别冲击0.9和2美元。如果全部实现,明年7月,股价大概在190~240美元,那时折算市值$亚马逊(AMZN)$ <阿里市值 < $亚马逊(AMZN)$ +$Visa(V)$当然,一切分析,基于没有大的危机情况和黑天鹅事件,盈利如预期的情况下。","images":[{"img":"https://static.laohu8.com/4347bc2dc99be91a683f9c6573b5f968"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":6,"commentSize":21,"repostSize":0,"link":"https://laohu8.com/post/74615","isVote":1,"tweetType":1,"viewCount":6533,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"52583110281772","authorId":"52583110281772","name":"EricFu","avatar":"https://static.laohu8.com/bb67819d8073615537f4d985864f5af6","crmLevel":6,"crmLevelSwitch":0,"idStr":"52583110281772","authorIdStr":"52583110281772"},"content":"要考虑阿里没分过红,财报真实程度","text":"要考虑阿里没分过红,财报真实程度","html":"要考虑阿里没分过红,财报真实程度"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":76459,"gmtCreate":1500683801133,"gmtModify":1704879079864,"author":{"id":"3460021098320054","authorId":"3460021098320054","name":"五月的青涩苹","avatar":"https://static.laohu8.com/770177449a303ff94ff7aac1eb1b9ac1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460021098320054","authorIdStr":"3460021098320054"},"themes":[],"title":"大家别急着收割韭菜","htmlText":"$纳指三倍做空ETF(SQQQ)$ 每次大盘崩盘,要连跌几个月,等崩盘了再割也来得及,有几个月的收割,何必抢提早几天收割?还有套牢风险!看看2008年,2001年崩盘,崩盘前一定要疯涨,收割才爽,不疯涨,只会略微回调,收割没意义。还请各位大佬或散户等一等,这次咱们割一次美帝大韭菜。还给索罗斯一个1997年恩赐 $道指三倍做空ETF-ProShares(SDOW)$ $标普500三倍做空ETF(SPXU)$","listText":"$纳指三倍做空ETF(SQQQ)$ 每次大盘崩盘,要连跌几个月,等崩盘了再割也来得及,有几个月的收割,何必抢提早几天收割?还有套牢风险!看看2008年,2001年崩盘,崩盘前一定要疯涨,收割才爽,不疯涨,只会略微回调,收割没意义。还请各位大佬或散户等一等,这次咱们割一次美帝大韭菜。还给索罗斯一个1997年恩赐 $道指三倍做空ETF-ProShares(SDOW)$ $标普500三倍做空ETF(SPXU)$","text":"$纳指三倍做空ETF(SQQQ)$ 每次大盘崩盘,要连跌几个月,等崩盘了再割也来得及,有几个月的收割,何必抢提早几天收割?还有套牢风险!看看2008年,2001年崩盘,崩盘前一定要疯涨,收割才爽,不疯涨,只会略微回调,收割没意义。还请各位大佬或散户等一等,这次咱们割一次美帝大韭菜。还给索罗斯一个1997年恩赐 $道指三倍做空ETF-ProShares(SDOW)$ $标普500三倍做空ETF(SPXU)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":3,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/76459","isVote":1,"tweetType":1,"viewCount":3605,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"265405540636544","authorId":"265405540636544","name":"Yesorno","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"265405540636544","authorIdStr":"265405540636544"},"content":"差不多了吧,财报也要结束了,纳指空头排列","text":"差不多了吧,财报也要结束了,纳指空头排列","html":"差不多了吧,财报也要结束了,纳指空头排列"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":98769,"gmtCreate":1506551677760,"gmtModify":1704881680319,"author":{"id":"3460021098320054","authorId":"3460021098320054","name":"五月的青涩苹","avatar":"https://static.laohu8.com/770177449a303ff94ff7aac1eb1b9ac1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460021098320054","authorIdStr":"3460021098320054"},"themes":[],"title":"来一首打油诗","htmlText":"本想加仓大牛股,终于等到回调时,抄完一底又一底,抄到没钱还在跌,终于看到黄金底,账户已经变杠杆。送给大牛股 $阿里巴巴(BABA)$$京东(JD)$ $百度(BIDU)$ $苹果(AAPL)$ $Facebook(FB)$ $亚马逊(AMZN)$","listText":"本想加仓大牛股,终于等到回调时,抄完一底又一底,抄到没钱还在跌,终于看到黄金底,账户已经变杠杆。送给大牛股 $阿里巴巴(BABA)$$京东(JD)$ $百度(BIDU)$ $苹果(AAPL)$ $Facebook(FB)$ $亚马逊(AMZN)$","text":"本想加仓大牛股,终于等到回调时,抄完一底又一底,抄到没钱还在跌,终于看到黄金底,账户已经变杠杆。送给大牛股 $阿里巴巴(BABA)$$京东(JD)$ $百度(BIDU)$ $苹果(AAPL)$ $Facebook(FB)$ $亚马逊(AMZN)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":3,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/98769","isVote":1,"tweetType":1,"viewCount":3564,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"95241364429380","authorId":"95241364429380","name":"举报","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"95241364429380","authorIdStr":"95241364429380"},"content":"还没到底呢","text":"还没到底呢","html":"还没到底呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":85688,"gmtCreate":1502922553611,"gmtModify":1704880191999,"author":{"id":"3460021098320054","authorId":"3460021098320054","name":"五月的青涩苹","avatar":"https://static.laohu8.com/770177449a303ff94ff7aac1eb1b9ac1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460021098320054","authorIdStr":"3460021098320054"},"themes":[],"title":"阿里财报,我的操作计划","htmlText":"$阿里巴巴(BABA)$ 今天公布财报了,前车之鉴的 $京东(JD)$ 之后,准备设定止损单,保护最近的盈利,财报公布当天不可恋战。今天若盘前涨,逐步提高止损点,直至财报后波动而成交。若跌,立即成交或止损自动成交,反正有止损点保护盈利(哪怕不盈利,割肉也得走)。总之财报日必平仓。在保护盈利的情况下,收益最大化。财报公布后2天不考虑再建仓,3天后视情况再建仓。这也是在 $甲骨文(ORCL)$ 和 $Facebook(FB)$ 买来的教训。","listText":"$阿里巴巴(BABA)$ 今天公布财报了,前车之鉴的 $京东(JD)$ 之后,准备设定止损单,保护最近的盈利,财报公布当天不可恋战。今天若盘前涨,逐步提高止损点,直至财报后波动而成交。若跌,立即成交或止损自动成交,反正有止损点保护盈利(哪怕不盈利,割肉也得走)。总之财报日必平仓。在保护盈利的情况下,收益最大化。财报公布后2天不考虑再建仓,3天后视情况再建仓。这也是在 $甲骨文(ORCL)$ 和 $Facebook(FB)$ 买来的教训。","text":"$阿里巴巴(BABA)$ 今天公布财报了,前车之鉴的 $京东(JD)$ 之后,准备设定止损单,保护最近的盈利,财报公布当天不可恋战。今天若盘前涨,逐步提高止损点,直至财报后波动而成交。若跌,立即成交或止损自动成交,反正有止损点保护盈利(哪怕不盈利,割肉也得走)。总之财报日必平仓。在保护盈利的情况下,收益最大化。财报公布后2天不考虑再建仓,3天后视情况再建仓。这也是在 $甲骨文(ORCL)$ 和 $Facebook(FB)$ 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自从8月财报后,明显上涨放缓,振幅放大。11月财报后,这一情况不会改善,上涨会更缓,谨慎持有。炒股只能和利润产生感情,不能对股票产生感情。如今离破200美元还有5个月的时间,不建议长期持有。","listText":"$阿里巴巴(BABA)$ 自从8月财报后,明显上涨放缓,振幅放大。11月财报后,这一情况不会改善,上涨会更缓,谨慎持有。炒股只能和利润产生感情,不能对股票产生感情。如今离破200美元还有5个月的时间,不建议长期持有。","text":"$阿里巴巴(BABA)$ 自从8月财报后,明显上涨放缓,振幅放大。11月财报后,这一情况不会改善,上涨会更缓,谨慎持有。炒股只能和利润产生感情,不能对股票产生感情。如今离破200美元还有5个月的时间,不建议长期持有。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/115218","isVote":1,"tweetType":1,"viewCount":2875,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3469017851385791","authorId":"3469017851385791","name":"南宫文彦","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3469017851385791","authorIdStr":"3469017851385791"},"content":"長期持有才能等到200元大關。","text":"長期持有才能等到200元大關。","html":"長期持有才能等到200元大關。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":78825,"gmtCreate":1501253274311,"gmtModify":1704879362746,"author":{"id":"3460021098320054","authorId":"3460021098320054","name":"五月的青涩苹","avatar":"https://static.laohu8.com/770177449a303ff94ff7aac1eb1b9ac1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460021098320054","authorIdStr":"3460021098320054"},"themes":[],"title":"阿里第3次冲击4000亿市值思考","htmlText":"$阿里巴巴(BABA)$ 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有何理由不突破4000亿大关?亚马逊此次财报盈利差主要是继续投资,而投资者也相当程度的买单相信它这么做是为了往后攻占更大、更多的市场,所以财报发布后只小跌了1%多,由此可知投资者目前普遍觉得亚马逊还有向上冲刺的动力,而巴巴则还是在被低估的状态"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973676177,"gmtCreate":1598538566799,"gmtModify":1704219405065,"author":{"id":"3460021098320054","authorId":"3460021098320054","name":"五月的青涩苹","avatar":"https://static.laohu8.com/770177449a303ff94ff7aac1eb1b9ac1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460021098320054","authorIdStr":"3460021098320054"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DAL\">$达美航空(DAL)$</a><a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a><a href=\"https://laohu8.com/S/LUV\">$西南航空(LUV)$</a><a href=\"https://laohu8.com/S/UAL\">$联合大陆航空(UAL)$</a>我就喜欢建国同志的单方面行动,为股民着想,管他通货膨胀,反正花美国人民的钱,流入美国资本家手里。作为股民,支持川建国连任!川普连任 -> 维持低税宽松 -> 继续牛市拜登当选 -> 加税紧缩 -> 终结牛市","listText":"<a href=\"https://laohu8.com/S/DAL\">$达美航空(DAL)$</a><a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a><a href=\"https://laohu8.com/S/LUV\">$西南航空(LUV)$</a><a href=\"https://laohu8.com/S/UAL\">$联合大陆航空(UAL)$</a>我就喜欢建国同志的单方面行动,为股民着想,管他通货膨胀,反正花美国人民的钱,流入美国资本家手里。作为股民,支持川建国连任!川普连任 -> 维持低税宽松 -> 继续牛市拜登当选 -> 加税紧缩 -> 终结牛市","text":"$达美航空(DAL)$$美国航空(AAL)$$西南航空(LUV)$$联合大陆航空(UAL)$我就喜欢建国同志的单方面行动,为股民着想,管他通货膨胀,反正花美国人民的钱,流入美国资本家手里。作为股民,支持川建国连任!川普连任 -> 维持低税宽松 -> 继续牛市拜登当选 -> 加税紧缩 -> 终结牛市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/973676177","isVote":1,"tweetType":1,"viewCount":4242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309646318,"gmtCreate":1602683745934,"gmtModify":1703827444721,"author":{"id":"3460021098320054","authorId":"3460021098320054","name":"五月的青涩苹","avatar":"https://static.laohu8.com/770177449a303ff94ff7aac1eb1b9ac1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460021098320054","authorIdStr":"3460021098320054"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>今年王健林真是雪上加霜,留下的唯数不多的海外资产,变成了累赘。遥想当年吹着小目标,与马云打赌。人说中国富豪榜是个杀猪盘,好多首富们下场都很狼狈。还是马云机智,懂得激流勇“退”的道理,留给商学院教科书的成功案例。总之,听党的话,不要出去乱投资,更不要转移资产,才能在国内立足,你我玩美股的共勉。<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a><a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a><a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a><a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a><a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)</a>","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>今年王健林真是雪上加霜,留下的唯数不多的海外资产,变成了累赘。遥想当年吹着小目标,与马云打赌。人说中国富豪榜是个杀猪盘,好多首富们下场都很狼狈。还是马云机智,懂得激流勇“退”的道理,留给商学院教科书的成功案例。总之,听党的话,不要出去乱投资,更不要转移资产,才能在国内立足,你我玩美股的共勉。<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a><a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a><a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a><a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a><a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)</a>","text":"$AMC院线(AMC)$今年王健林真是雪上加霜,留下的唯数不多的海外资产,变成了累赘。遥想当年吹着小目标,与马云打赌。人说中国富豪榜是个杀猪盘,好多首富们下场都很狼狈。还是马云机智,懂得激流勇“退”的道理,留给商学院教科书的成功案例。总之,听党的话,不要出去乱投资,更不要转移资产,才能在国内立足,你我玩美股的共勉。$阿里巴巴(BABA)$$京东(JD)$$特斯拉(TSLA)$$蔚来(NIO)$$拼多多(PDD)$$Facebook(FB)$$谷歌(GOOG)$$苹果(AAPL)$$谷歌A(GOOGL)$$微软(MSFT)$$纳斯达克(.IXIC)$$标普500(.SPX)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/309646318","isVote":1,"tweetType":1,"viewCount":6249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":81299,"gmtCreate":1501855841412,"gmtModify":1704879663070,"author":{"id":"3460021098320054","authorId":"3460021098320054","name":"五月的青涩苹","avatar":"https://static.laohu8.com/770177449a303ff94ff7aac1eb1b9ac1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460021098320054","authorIdStr":"3460021098320054"},"themes":[],"title":"大买单那么多,还跌?","htmlText":"$阿里巴巴(BABA)$ 今天资金走向不像前几天,大买单多了很多。还跌?这是庄家吸筹码,还是空军挂假单?","listText":"$阿里巴巴(BABA)$ 今天资金走向不像前几天,大买单多了很多。还跌?这是庄家吸筹码,还是空军挂假单?","text":"$阿里巴巴(BABA)$ 今天资金走向不像前几天,大买单多了很多。还跌?这是庄家吸筹码,还是空军挂假单?","images":[{"img":"https://static.laohu8.com/2ef59ea58d5c7b6b9247b2ce17b5bbd6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/81299","isVote":1,"tweetType":1,"viewCount":2436,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"7439362307326980","authorId":"7439362307326980","name":"慢慢赢","avatar":"https://static.tigerbbs.com/b3170e65896ea8fbd28e2e706d53da4c","crmLevel":5,"crmLevelSwitch":0,"idStr":"7439362307326980","authorIdStr":"7439362307326980"},"content":"老虎的不准!","text":"老虎的不准!","html":"老虎的不准!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":73603,"gmtCreate":1499784623664,"gmtModify":1704878717153,"author":{"id":"3460021098320054","authorId":"3460021098320054","name":"五月的青涩苹","avatar":"https://static.laohu8.com/770177449a303ff94ff7aac1eb1b9ac1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460021098320054","authorIdStr":"3460021098320054"},"themes":[],"title":"割肉长记性","htmlText":"$AMD(AMD)$ 无奈到了止损点了,必须割肉清仓,即使仍保持看空AMD的观点。技术面,的确在上升通道(日k的谷底连线为支撑价位),虽然发布了新产品好评如潮,基本面上暂时不可能有好转,预测财报依然继续亏损。买来的教训:即使在有泡沫情况下,如果市场情绪乐观,就不可做空。","listText":"$AMD(AMD)$ 无奈到了止损点了,必须割肉清仓,即使仍保持看空AMD的观点。技术面,的确在上升通道(日k的谷底连线为支撑价位),虽然发布了新产品好评如潮,基本面上暂时不可能有好转,预测财报依然继续亏损。买来的教训:即使在有泡沫情况下,如果市场情绪乐观,就不可做空。","text":"$AMD(AMD)$ 无奈到了止损点了,必须割肉清仓,即使仍保持看空AMD的观点。技术面,的确在上升通道(日k的谷底连线为支撑价位),虽然发布了新产品好评如潮,基本面上暂时不可能有好转,预测财报依然继续亏损。买来的教训:即使在有泡沫情况下,如果市场情绪乐观,就不可做空。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/73603","isVote":1,"tweetType":1,"viewCount":2898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337294084,"gmtCreate":1611147540948,"gmtModify":1703748338207,"author":{"id":"3460021098320054","authorId":"3460021098320054","name":"五月的青涩苹","avatar":"https://static.laohu8.com/770177449a303ff94ff7aac1eb1b9ac1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460021098320054","authorIdStr":"3460021098320054"},"themes":[],"htmlText":"感谢队长泄露天机,我立刻行动买入,才有今天的6个点收货。<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/U/74125836878304\">@空军大队长</a>大恩大德,永世难忘!","listText":"感谢队长泄露天机,我立刻行动买入,才有今天的6个点收货。<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/U/74125836878304\">@空军大队长</a>大恩大德,永世难忘!","text":"感谢队长泄露天机,我立刻行动买入,才有今天的6个点收货。$阿里巴巴(BABA)$@空军大队长大恩大德,永世难忘!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/337294084","repostId":"334585193","repostType":1,"repost":{"id":334585193,"gmtCreate":1610889960000,"gmtModify":1742798684792,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空jun大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"74125836878304","authorIdStr":"74125836878304"},"themes":[],"title":"不看好阿里,正在丧失白马属性","htmlText":" 近日,阿里遭遇一系列负面新闻。蚂蚁暂停上市,再到遭遇反垄断监管和高管婚外情事件,股价也随之一路走跌。 随着价格的归位,抄底的声音也慢慢多了起来。那么,这家称霸中国电商的互联网巨头真的能抄底吗? 我的观点是——不能,因为阿里的下跌并不是因为近期的消息扰动。阿里的下跌在于两大问题: 护城河告破:商品信息流,资金流,物流,三大护城河基本上全面告破。 份额缺失:商家集体出逃,三四线互联网新人认拼多多不认阿里。 这是决定阿里电商核心业务的关键。像备受人吐槽的阿里投资“投一个垮一个”都不算问题。因为阿里和腾讯的流量性质不同,“投一个垮一个”只要不影响核心电商业务,那阿里并不危险。 但现在的情况挺麻烦的,阿里的电商核心被冲击得很严重。 阿里三大护城河被严重冲击 我们都知道,电商(包括外卖打车)为什么能赢家通吃。在于三个关键位置互为护城河。 淘宝:大而全的商品吸引更多的用户,更多的用户反过来促进更多的商家入驻。 美团:更多的餐馆吸引更多的用户,更多的用户反过来吸引更多的餐馆入驻。 滴滴:更多的网车吸引更多的用户(更容易打到车),更多的用户吸引更多的司机(更容易接到客)。 这就是平台化的撮合优势,两个势均力敌的对手,一旦一方的市占率超过50%,那它最终会走向垄断,这就是电商的马太效应。 如果你知道这点并在美团份额刚领先的时候买进这家公司的股票,那你的回报一定超过300%。 当年的阿里甚至不止于此,更兼得垄断线上支付和线下物流,让这家公司拥有超级护城河,成为互联网无敌的存在。 在支付领域有微信的冲击,支付场景上有美团外卖更领先。 物流领域,疾兔快递狂飙突进。 更要命的是拼多多“农村包围城市”的成功。大规模商家受够了直通车的压榨,不得不转向拼多多。而且即使再努力,优先展示的依然是天猫的店。 万能的淘宝正在变成平庸的淘宝。 中小卖家才是淘宝的基","listText":" 近日,阿里遭遇一系列负面新闻。蚂蚁暂停上市,再到遭遇反垄断监管和高管婚外情事件,股价也随之一路走跌。 随着价格的归位,抄底的声音也慢慢多了起来。那么,这家称霸中国电商的互联网巨头真的能抄底吗? 我的观点是——不能,因为阿里的下跌并不是因为近期的消息扰动。阿里的下跌在于两大问题: 护城河告破:商品信息流,资金流,物流,三大护城河基本上全面告破。 份额缺失:商家集体出逃,三四线互联网新人认拼多多不认阿里。 这是决定阿里电商核心业务的关键。像备受人吐槽的阿里投资“投一个垮一个”都不算问题。因为阿里和腾讯的流量性质不同,“投一个垮一个”只要不影响核心电商业务,那阿里并不危险。 但现在的情况挺麻烦的,阿里的电商核心被冲击得很严重。 阿里三大护城河被严重冲击 我们都知道,电商(包括外卖打车)为什么能赢家通吃。在于三个关键位置互为护城河。 淘宝:大而全的商品吸引更多的用户,更多的用户反过来促进更多的商家入驻。 美团:更多的餐馆吸引更多的用户,更多的用户反过来吸引更多的餐馆入驻。 滴滴:更多的网车吸引更多的用户(更容易打到车),更多的用户吸引更多的司机(更容易接到客)。 这就是平台化的撮合优势,两个势均力敌的对手,一旦一方的市占率超过50%,那它最终会走向垄断,这就是电商的马太效应。 如果你知道这点并在美团份额刚领先的时候买进这家公司的股票,那你的回报一定超过300%。 当年的阿里甚至不止于此,更兼得垄断线上支付和线下物流,让这家公司拥有超级护城河,成为互联网无敌的存在。 在支付领域有微信的冲击,支付场景上有美团外卖更领先。 物流领域,疾兔快递狂飙突进。 更要命的是拼多多“农村包围城市”的成功。大规模商家受够了直通车的压榨,不得不转向拼多多。而且即使再努力,优先展示的依然是天猫的店。 万能的淘宝正在变成平庸的淘宝。 中小卖家才是淘宝的基","text":"近日,阿里遭遇一系列负面新闻。蚂蚁暂停上市,再到遭遇反垄断监管和高管婚外情事件,股价也随之一路走跌。 随着价格的归位,抄底的声音也慢慢多了起来。那么,这家称霸中国电商的互联网巨头真的能抄底吗? 我的观点是——不能,因为阿里的下跌并不是因为近期的消息扰动。阿里的下跌在于两大问题: 护城河告破:商品信息流,资金流,物流,三大护城河基本上全面告破。 份额缺失:商家集体出逃,三四线互联网新人认拼多多不认阿里。 这是决定阿里电商核心业务的关键。像备受人吐槽的阿里投资“投一个垮一个”都不算问题。因为阿里和腾讯的流量性质不同,“投一个垮一个”只要不影响核心电商业务,那阿里并不危险。 但现在的情况挺麻烦的,阿里的电商核心被冲击得很严重。 阿里三大护城河被严重冲击 我们都知道,电商(包括外卖打车)为什么能赢家通吃。在于三个关键位置互为护城河。 淘宝:大而全的商品吸引更多的用户,更多的用户反过来促进更多的商家入驻。 美团:更多的餐馆吸引更多的用户,更多的用户反过来吸引更多的餐馆入驻。 滴滴:更多的网车吸引更多的用户(更容易打到车),更多的用户吸引更多的司机(更容易接到客)。 这就是平台化的撮合优势,两个势均力敌的对手,一旦一方的市占率超过50%,那它最终会走向垄断,这就是电商的马太效应。 如果你知道这点并在美团份额刚领先的时候买进这家公司的股票,那你的回报一定超过300%。 当年的阿里甚至不止于此,更兼得垄断线上支付和线下物流,让这家公司拥有超级护城河,成为互联网无敌的存在。 在支付领域有微信的冲击,支付场景上有美团外卖更领先。 物流领域,疾兔快递狂飙突进。 更要命的是拼多多“农村包围城市”的成功。大规模商家受够了直通车的压榨,不得不转向拼多多。而且即使再努力,优先展示的依然是天猫的店。 万能的淘宝正在变成平庸的淘宝。 中小卖家才是淘宝的基","images":[{"img":"https://static.tigerbbs.com/16cbc45d7da34c17b7f5acc0217928ce"},{"img":"https://static.tigerbbs.com/60df6752700f4fbeb384910aa50d16c3"},{"img":"https://static.tigerbbs.com/add3cb99c52e406c977e96154f3789de"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334585193","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}